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PEQSX vs VIVAX
PEQSX vs VIVAX Comparison
Open Charts PEQSX vs VIVAX
Putnam Large Cap Value R6
Price$35.58
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets37.83B
Vanguard Value Index I
Price$66.86
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
PEQSX vs VIVAX Comparison Chart
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PEQSX vs. VIVAX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEQSX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PEQSX (37.8B). VIVAX pays higher dividends than PEQSX: VIVAX (2.16) vs PEQSX (1.41). PEQSX was incepted earlier than VIVAX: PEQSX (13 years) vs VIVAX (33 years). PEQSX (0.54) is less costly to investors than VIVAX (0.17). PEQSX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (9.00). PEQSX has a lower initial minimum investment than VIVAX: PEQSX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 6.90 vs. PEQSX (3.18). VIVAX return over 5 years is better than : 59.01 vs. PEQSX (55.03).
| PEQSX | VIVAX | PEQSX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 3.647 | 1.434 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8B | 189B | 20% |
| Annual Yield % from dividends | 1.41 | 2.16 | 66% |
| Returns for 1 year | 3.18 | 6.90 | 46% |
| Returns for 3 years | 22.20 | 20.08 | 111% |
| Returns for 5 years | 55.03 | 59.01 | 93% |
| Returns for 10 years | 90.18 | 103.66 | 87% |
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